SnapShot! for Dynamics CRM-The Details

The Details

SnapShot! will connect to any Microsoft Dynamics CRM 2011, 2013, 2015 organization using any of the supported installation types:

On Premise

On Premise using ADFS/IFD

CRM Online

CRM Online via Office 365

System Settings

140 system setting are documented. Most of these are found in the CRM user interface, while others are only seen internally.

Entities

Anything found on the Entity Definition page is documented:

Worksheet Column

Description

Display Name

Display Name

Name

Logical Name

Plural Name

Plural Name

Description

Description

Ownership

Ownership: User/Team or Organization

Primary Field

Name of the Primary field

Areas that display this entity

Areas that display this entity

Define as an activity entity

Is this entity a custom activity?

Custom Field

Is this a custom entity?

Notes

Notes (including attachments) can be added to this entity

Activities

Activities can be added to this entity

Connections

Connections can be added to this entity

Sending Email

This entity is email-enabled

Mail Merge

This entity can be used with the Mail merge feature

Document Management

SharePoint documents can be attached to this entity

Queues

This entities record can be added to a queue

Duplicate Detection

Duplicate detection is enabled

Auditing

Are we auditing this entity

Mobile Express

This entity can be seen from Mobile Express

Reading pane in CRM for Outlook

Reading pane in CRM for Outlook

Offline capability for CRM for Outlook

Offline capability for CRM for Outlook

Fields

Everything found on the Field Definition page is documented. Additional information such as for Form locations, is also included:

Worksheet Column

Description

Entity Display Name

Display name of the parent entity

Entity Name

Logical name of the parent entity

Display Name

Display name

Name

Name

Field Type

Is the field custom or system-defined

Description

Type

Custom

Description

Requirement Level

Requirement Level

Searchable

Searchable

Field Security

Field Security

Form Locations

The names of the forms which this field has been placed on

Auditing

Auditing

Max Length

Maximum length (for text and memo fields)

Max Value

Maximum value (for numbers)

Min Value

Minimum value (for numbers)

Precision

Decimal precision (for currency and floating point types)

Format

For text field types

Target Record Type

Target record type (for lookups)

Relationships

Anything found on the Relationship Definition page is documented for 1:N, N:1, and N:N relationships.

Worksheet Column

Description

Entity Display Name

Display name of the parent entity

Entity Name

Logical name of the parent entity

Relationship Type

1:N, N:1, N:N

Primary Entity

Name of the Primary entity

Related Entity

Related Entity name

Name

Logical name for the relationship

Lookup Name

Logical name of the lookup field that will be placed on the related entity

Other Entity

The first half of the N:N relationship

Current Entity

The second half of the N:N relationship

Relationship Entity Name

Logical name of the relationship entity. This is what is known as the intersect table.

Primary/Current Entity Display Option

1:N: How will the Primary entity relationship be displayed in the Related entity’s sitemap?N:N: How will the Current entity’s relationship be displayed in the Other entity’s sitemap?

Primary/Current Entity Display Area

1:N: The sitemap group where the Primary entity will be displayed.N:N: The sitemap group where the Current entity will be displayed.

Primary/Current Entity Custom Label

The custom label should Display Option be set to Custom.

Primary/Current Entity Display Order

The display order for this relationship on the sitemap.

Other Entity Display Option

N:N: How will the Other entity’s relationship be displayed in the Current entity’s sitemap?

Other Entity Display Area

N:N: The sitemap group where the Other entity will be displayed.

Other Entity Custom Label

N:N: The custom label should Display Option be set to Custom.

Other Entity Display Order

N:N: The display order for this relationship on the sitemap.

Type of Behavior

This is the summary for the Cascade Rules behavior when an operation occurs on the Primary Entity record.

Assign

What happens when a record is reassigned.

Share

What happens when a record is shared.

Unshare

What happens when a record is unshared.

Reparent

What happens when a record is reparented.

Delete

What happens when a record is deleted.

Merge

What happens when a record is merged.

Views

Views are documented and include interesting information such as:

Worksheet Column

Description

Name

View Name

Entity

Entity the view is associated with

Type

The type of view

Description

View description

Default View

Is this the default view for the entity

Quick Find Query

Is this a quick-find query

Custom

Is this a custom or standard view

Layout Column Names

Columns shown in the result set

Find Columns

Columns used to define the filter criteria

Optionally, you can generate View Detail documents that produce a report that looks like this:

Forms

Form information including type, Entity, and name are documented.

Option Sets

A combined list of Global and Entity Option Sets is documented.

Worksheet Column

Description

Entity Display Name

Display name of the entity

Entity Logical Name

Logical name for the entity

Display Name

Display name for the Option Set

Logical Name

Logical name for the Option Set

Type

Type of Option Set

IsCustom

Is this a custom or standard option set.

Label

Display label for an option set value

Value

Value for an option set value

Field Security

Both Field Security Profiles and Field Security Permissions are documented.

Security Roles

Security Role and Business unit information is documented along with their privileges.

User Privileges

The privileges that a user has are a combination of all of their individual security role privileges as well as privileges from any Teams they belong to. This report will show you the final security privileges for each user within the system.

The report is in the same format as the Security Role report.

Solutions

Solution information is documented.

Worksheet Column

Description

Friendly Name

Friendly name of the solution

Description

Description

Installed On

Installed on date

IsManaged

Is this a managed Solution

Publisher

Name of the publisher

Version

Version number

Modified On

Last modified date

Modified By

Last modified by user

Web Resources

A list of all Web Resources, including their type and solution are documented. For JScript Web Resources the following information is also documented:

Entity Name

Form Name

Field Name

Event Name

Enabled Library Name

Function Name

Pass Execution Context

Parameters

Plugins

Plugin Assemblies and Plugin Steps are documented.

Name

Description

IsManaged

IsolationMode

Solution

ModifiedOn

ModifiedBy

Path

Plugin Steps

Plugin Name

Message

Primary Entity

Secondary Entity

Filtering Attributes

Name

Run In User’s Context

Execution Order

Description

Stage

Execution Mode

Deployment

Unsecured Configuration

Solution

Async Auto Delete

Modified On

Modified By

Processes

All Workflow and Dialog processes are documented.

Name

Description

Primary Entity Display Name

Primary Entity Name

Scope

Category

On Demand

Trigger On Create

Trigger On Delete

Trigger On Update Attribute List

Owner

Modified On

Modified By

Templates

E-Mail, Contract, and Mail Merge template information is documented.

Business Units, Users, Teams and Queues

Relevant information for these components is also documented.

Automation Testing Matrix

This report was created to show you what automation, both plug-ins and workflows were running on the entities. This is really good when doing user acceptance testing.

For Developers

We’ve also added some data extracted just for Dynamics CRM developers:

A complete list of all of the JavaScript functions found in your JScript web resources.

A set of JavaScript functions that allow you to move your OnChange and OnSave events from being configured in the Form Editor, to residing in the OnLoad event. The generated code looks like this: